● Bill for supplement consultations, product recommendations, and wellness plan development with ease.
● Include specific product names, dosages, and guidance tailored to each client.
● Ensure compliance and clarity with required fields for health history, session dates, and client info.
● Present a professional and trustworthy image for health-conscious clients.
● Track sales of supplements, custom protocols, and follow-up consultations.
● Manage ongoing wellness plans and subscription-based recommendations.
● Maintain organized digital records that support transparency and progress tracking.
● Streamline client communication and get paid faster with downloadable or email-ready invoices.
● Built for your industry – Designed specifically for holistic health advisors, functional medicine consultants, and supplement specialists.
● Professional presentation – Boosts client trust and supports credibility in a regulated industry.
● Faster billing – Breaks down consultations, supplement purchases, and dosage instructions clearly.
● Complete documentation – Keeps a detailed log of every transaction, recommendation, and client plan.
● Use our simple invoice generator – Customizable and ready to go.
● Include key info such as:
Your business name, certification/licensure, and contact info
Client’s name and contact details
Description of services (e.g., “Supplement Protocol Design,” “30-Minute Follow-Up Consultation”)
Product recommendations (e.g., “Vitamin D3 – 5000 IU,” “Adaptogenic Blend – 60 caps”)
Prices per product or service, with quantity if applicable
● Automatic totals – Calculates line items, discounts, tax, and shipping if needed.
● Deliver instantly – Send as a PDF or email directly to your client.
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